Simplified Financial Advice.

Meet Mark

Mark utilizes his strong quantitative and analytical skills – as well as his knack for complex problem-solving – to provide clients with unique viewpoints and solutions. Mark’s background in customer service is mirrored though his positive, can-do attitude and personable demeanor.

Mark is a lifelong resident of Fairfield County, Connecticut. He graduated from Trinity College in Hartford, Connecticut, with a Bachelor of Science degree in Economics and a minor in Models and Data. After a few years as a freelance marketing consultant with an emphasis on digital marketing, Mark began his career in the financial industry as part of a financial planning team at People’s United Advisors – Gerstein Fisher, where he focused on client outreach and account maintenance.

Mark enjoys making and meeting health and fitness goals. He has a soft spot for all animals, and proudly adopted two cat brothers from a rescue shelter in Michigan. Mark also enjoys traveling and relaxing with good company, music and food.